A-to-Z Index

One-On-One Counseling Sessions

Let these companies help you make financial decisions that are right for you. Schedule an appointment today with a consultant to discuss your personal financial situation on a confidential basis. They will be available to discuss how to help meet you financial goals with products, such as mutual funds and annuities, or other financial matters you have.Sessions start at 9:00 a.m. - 5:00 p.m. and will be held at Wine Price 2nd Floor, North Campus, 752 Ott Street. 

VALIC matching plan review

January 3
February 7
March 6         
April 3          
May 1          
June 5        
July 3
August 7
September 4
October 2
November 6
December 4
             
To schedule an appointment in advance call 1-888-477-2680 or email sean.lankard@valic.com or email michael_cooley@valic.com or by phone at 1-800-892-5558 Ext. 88900

Fidelity on campus dates for one-on-one counseling

January 20
February 22
March 16    
April 19
May 10
June 1

To schedule an appointment call 1-800-642-7131 or log on to www.fidelity.com/atwork/reservations

TIAA-CREF on campus dates for one-on-one counseling

January 12      
February 8                 
March 13        
April 11 - 12
May 9
June 7
July 10
August 8 - 9
September 11 - 12
October 10
November 8
December 11

To schedule an appointment call 1-866-842-2044 or log on to www.tiaa-cref.org/moc.